Running Owner Statements for Month End

Time to run your Owner Statements:

Click on Owner Statement Report and it will take you to the Owner Reports area - Owner Statements. 

OR you can run them any time under Owner Reports

Owner Statement Run.

mceclip1.png

 

 Check that the correct Month End is showing or click the drop down box and pick up the correct month

 Check that Email Owners is selected to YES if you wish to email your owners out. 

If you wish to email out Invoices with your statements ensure the "Include Invoice Documents" toggle is also set to YES. 

You can change your Global Message at this stage if you wish. This will put a message on every owner's statement. 

If you wish to change the Email Template you can also do so from this screen. This is where you can add a message to the Body of the Email they receive that has the Statement attached.

When happy click on Generate. You will get a pop up telling you that you will be notified once the process has been completed.

The Emails are now being sent behind the scenes and you will receive an Email telling you this has been completed.

Once you receive this email, if you want to print any statements please go to Insights, then History and they will be sitting in there as a bulk PDF for you to print. The name of the file will be OwnerStatements_All.pdf - as per below screenshot. This includes the Statements for the Owners that have Paper or Email and Paper set as their media type

mceclip2.png

During this time you can carry on as normal

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.